Patti S. Spencer, Esq., is a nationally recognized Trust & Estates attorney and author. Her areas of concentration include trusts; estate administration, settlement, and planning; inheritance tax; fiduciary liability; and tax planning. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC). Ms. Spencer is a prolific author, including the books and articles listed below.
Published Books / Resources
2-volume set published by Data Trace, 2007. Topics covered include estate planning, simple wills, generation-skipping transfer tax, revocable living trusts, credit shelter/bypass trusts, irrevocable trusts, and charitable gift planning.
AuthorHouse, 2015, 551 pages. This book serves as an authoritative guide to estate planning, tax matters and financial strategies for long-term management of personal, family and closely-held business assets.
“Estate Planning for Lawyers,” GPSolo, January/February 2011, Volume 28, Number 1, pp39-40.
“Cochran v. KeyBank – TOLE Case Law Guidance (Part 2 of 2),” Barry D. Flagg and Patti S. Spencer , in Steve Leimberg’s LISI Estate Planning Newsletter #1486.
“Mediation for Trusts and Estates,” Philadelphia Estate Planning Council, Spring 2005.
“Tax Us, Please,” Trusts & Estates, March 2003.
“Must Private Property be Inheritable?” Boston University Probate Law Journal, Vol. 10, No. 2, 1990.
“The Plight of the Personal Representative after Tulsa,” Boston University Probate Law Journal, Vol. 10, No. 1, 1990.
“Advantages Remain to Making Gifts in Trust to Minors that Qualify for Annual Exclusion,” Estate Planning, Volume 14, No. 5, September, 1987.
“Filing Gift Tax Returns Need Not be Difficult or Time Consuming,” Estate Planning, Vol. 11, No. 5, September 1984.